Jennifer Hernandez
Jennifer Hernandez is a CFP-designated registered investment advisor at Petra Financial Advisors INC, based in Colorado Springs, CO, with 5 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 378 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Petra Financial Advisors manages investments as part of their Lifetime Financial Planning service or as a standalone Investment Management Service. Fees range from 0.40% to 2.00% of the value of your investments, and the percentage decreases as the account size increases. Fees are paid quarterly in advance, or monthly in arrears for clients using the SEI Platform. Petra may reduce its investment management fee at its discretion.
Contact
Jennifer Hernandez
Location
2 N. Nevada Ave., Suite #1300, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Petra Financial Advisors INC
State Registrations1 state
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